Retirement plan

FELLOW TRAVELERS 401K

Name: FELLOW TRAVELERS INC. - FELLOW TRAVELERS 401K (2024) Form 5500
Creator: FELLOW TRAVELERS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FELLOW TRAVELERS 401K, FELLOW TRAVELERS INC.

FELLOW TRAVELERS INC.EIN 83-3119016Plan #001PY 2024

30 S 15TH ST FL 15 - PHILADELPHIA, PA 191024806267-948-7290

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+84.4% from 2023

Total participants

+11.4% from 2023

Average account balance

$29,821

+65.5% from 2023

Annual return

26.96%

+2.19 pp from 2023

Benchmarks

See 5,410 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,410 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$480K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+26.96%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$564

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R2S

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$28K

$564 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.892%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,821

$57,140-47.8%

$85,240-65.0%

$80,959-63.2%

Participation rate

100.0%

56.4%+43.6pp

67.5%+32.5pp

67.7%+32.3pp

Annual return

26.96%

21.71%+5.2pp

66.75%-39.8pp

35.67%-8.7pp

Employer contribution / active EE

$7,066

$1,802+292.1%

$2,735+158.3%

$2,757+156.3%

Participant deferral / active EE

$2,731

$3,115-12.3%

$4,527-39.7%

$4,300-36.5%

Admin fee / account holder

$564

$4,992-88.7%

$6,165-90.8%

$6,925-91.9%

FELLOW TRAVELERS 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FELLOW TRAVELERS 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion